Commercial Sales Associate III (US)

About the role

The Commercial Sales Associate III provides ongoing Commercial Customer service and documentation and loan system support as the Relationship Teams liaison on assigned accounts.

Responsibilities

• Provides professional and efficient service to external and internal customers.
• Analyzes transaction structure.
• Provides customer service functions.
• Provides administrative support to Relationship Managers.
• Aids in the preparation of the closing packages and organizes the loan closing package.
• Supports Relationship Team with reporting, loan activities, delinquencies, correspondence preparation and tracking in loan information.
• Aids in the development and making recommendations of procedures and process flow.
• Generates and distributes reports to the Relationship management team, including daily and monthly reporting.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may initiate and facilitate customer research (depends on complexity and nature of issue).
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
• Acts as the initial customer service contact and may research more complex customer requests or transactions.
• Ensures a comprehensive solution to the customer is provided.
• Processes customer transactions as necessary.
• Interacts with external customers as needed.
• Provides notary services for customers as needed.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates customer research on complex issues.
• Serves as a resource for mentoring Commercial Sales Associates I & II.
• Prepares correspondence